Announced Thu, 12 Feb · 18:21 IST

Unimech Aerospace and Manufacturing Limited has informed the Exchange about Investor Presentation

Order Pipeline DisclosedInvestor Communications View source PDF

UNIMECH · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Unimech Aerospace reported a steep fall in Q3 FY26, with revenue dropping 37% year-on-year to Rs 337.2 million and profit after tax plunging 85% to Rs 23.9 million as EBITDA margins compressed sharply to 4.6% from 29.1%. On a 9-month basis, revenue was down 9% to Rs 1,586.9 million and PAT fell 32% to Rs 371.8 million. Management blamed softer demand and elevated U.S. tariffs, but said the tariff overhang has now eased significantly, restoring customer confidence. The order book stood strong at about Rs 210 crore as of February 12, 2026, including Rs 68 crore of new nuclear orders won this quarter and Rs 3,010 million of orders booked between April 2025 and January 2026. The company also announced a 51:49 joint venture with Kanoo Group in Saudi Arabia (USD 30 million investment over 3 years) and increased its stake in Dheya Engineering to about 30% to manufacture micro gas turbine engines.

Likely market impact

The reported numbers are weak, but the growing order pipeline, easing tariff pressure, new Saudi Arabian JV, and inorganic expansion into defence/energy platforms offer a constructive medium-term outlook. Near-term margin recovery and capacity utilization improvement (currently around 50%) will be the key things for shareholders to watch over the next couple of quarters.